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Shift4
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Overview Fund Activity

452 hedge funds and large institutions have $8.57B invested in Shift4 in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 175 increasing their positions, 154 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+17
Holders Change %
+3.91%
% of All Funds
6.07%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
81
Increased
175
Reduced
154
Closed
59
Calls
$166M
Puts
$67.1M
Net Calls
+$99.4M
Net Calls Change
+$9.1M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$235M
2
WA
2
Wasatch Advisors
Utah
$628M
3
WHCM
3
Wolf Hill Capital Management
Connecticut
$79.2M
4
DCP
4
Durable Capital Partners
Maryland
$661M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$66.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.76M
2
PL
2
Perpetual Ltd
Australia
$0
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$67M
4
CRCM
4
Cat Rock Capital Management
Connecticut
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$1.16M +$108K +1,085 +10%
AC
227
AXQ Capital
New Jersey
$1.14M +$1.14M +11,452 New
HS
228
HighVista Strategies
Massachusetts
$1.12M +$1.12M +11,300 New
GCM
229
Graham Capital Management
Connecticut
$1.11M -$5.25M -52,976 -82%
SO
230
STRS Ohio
Ohio
$1.08M -$42.6K -430 -4%
HCP
231
Hexagon Capital Partners
Arkansas
$1.06M – – –
NL
232
NVWM LLC
Pennsylvania
$1.06M -$4.86K -49 -0.5%
OC
233
Oppenheimer & Co
New York
$1,000K -$2.71M -27,361 -73%
SAM
234
Silvercrest Asset Management
New York
$1,000K -$146K -1,469 -13%
OTL
235
Oak Thistle LLC
New York
$998K +$998K +10,065 New
LOAME
236
Lombard Odier Asset Management (Europe)
United Kingdom
$991K +$991K +10,000 New
Teacher Retirement System of Texas
237
Teacher Retirement System of Texas
Texas
$917K +$35.4K +357 +4%
Pictet Asset Management
238
Pictet Asset Management
Switzerland
$882K -$92.2K -931 -9%
AIA
239
AssuredPartners Investment Advisors
Florida
$857K +$221K +2,229 +35%
VRS
240
Virginia Retirement Systems
Virginia
$842K +$515K +5,200 +158%
OQS
241
Occudo Quantitative Strategies
Florida
$817K +$817K +8,247 New
MMEA
242
Main Management ETF Advisors
California
$799K +$13.1K +132 +2%
FHA
243
Flagship Harbor Advisors
Massachusetts
$794K +$36.7K +370 +5%
KAS
244
Kestra Advisory Services
Texas
$793K -$88.6K -894 -10%
SMTF
245
Sphera Management Technology Funds
Israel
$793K – – –
GC
246
Guggenheim Capital
Illinois
$782K -$60.5K -610 -7%
QT
247
Quantbot Technologies
New York
$778K +$733K +7,397 +1,619%
HIIFS
248
Harel Insurance Investments & Financial Services
Israel
$771K +$601K +6,060 +353%
OCM
249
Orion Capital Management
California
$758K -$29.7K -300 -4%
HT
250
Headlands Technologies
Illinois
$754K +$754K +7,608 New
8 9
10
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